Forum Financial Management’s Raymond James Financial RJF Stock Holding History

Forum Financial Management’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,503	Closed	-$723K	–	844
2025 Q4	$723K	Hold	4,503	–	–	0.01%	333
2025 Q3	$777K	Buy	4,503 +1	+0%	+$166	0.01%	300
2025 Q2	$690K	Buy	4,502 +1	+0%	+$143	0.01%	303
2025 Q1	$625K	Sell	4,501 -506	-10%	-$78.5K	0.01%	295
2024 Q4	$778K	Hold	5,007	–	–	0.01%	253
2024 Q3	$613K	Buy	5,007 +1	+0%	+$117	0.01%	275
2024 Q2	$619K	Buy	5,006 +32	+0.6%	+$3.95K	0.01%	253
2024 Q1	$639K	Sell	4,974 -101	-2%	-$11.8K	0.01%	265
2023 Q4	$566K	Hold	5,075	–	–	0.01%	261
2023 Q3	$510K	Buy	5,075 +15	+0.3%	+$1.59K	0.01%	280
2023 Q2	$525K	Buy	5,060 +10	+0.2%	+$928	0.01%	281
2023 Q1	$471K	Sell	5,050 -883	-15%	-$93.5K	0.01%	279
2022 Q4	$634K	Hold	5,933	–	–	0.02%	202
2022 Q3	$586K	Hold	5,933	–	–	0.03%	196
2022 Q2	$530K	Buy	5,933 +1,270	+27%	+$124K	0.03%	224
2022 Q1	$512K	Hold	4,663	–	–	0.02%	237
2021 Q4	$468K	Buy	+4,663	New	+$461K	0.02%	267

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Forum Financial Management's RJF Position: Q1 2026 in Review

Forum Financial Management sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 4,503 shares — an estimated $723K sold.

Forum Financial Management first reported a position in RJF in Q4 2021 and held it in 17 quarters. The position peaked at $778K in Q4 2024. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Forum Financial Management reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,503 Raymond James Financial shares in Q1 2026, an estimated $723K.
Forum Financial Management first reported a position in Raymond James Financial in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Raymond James Financial position peaked at $778K in Q4 2024.
923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.